Money Matters Caseworker

Rochdale Boroughwide Housing Ltd; Rochdale; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Mileage allowance

30 days annual leave plus bank holiday

Pension scheme with employer matched

Flexible smart working arrangements

Healthcare cashback plan

Job summary

Rochdale Boroughwide Housing is seeking a Money Matters Caseworker to join our Tenancy Sustainability Service in Rochdale to deliver welfare benefits, debt advice and tenancy support. You will work with customers to maximise income, access entitlements and prevent tenancy difficulties.

The role requires strong communication, IT skills and empathy for customers facing financial challenges; a driving licence and access to a vehicle are required.

Qualifications

• Experience providing advice and support in welfare benefits, debt, housing or a related field.
• Strong understanding of welfare benefits, debt and housing legislation.
• Experience managing a demanding caseload and prioritising effectively.
• Excellent communication and relationship-building skills.
• Ability to work with customers facing complex or challenging circumstances.
• Customer-focused approach with empathy and understanding of social issues.
• Good IT skills, including Microsoft Office and the ability to use multiple systems.
• Full driving licence and access to a vehicle for business use.

Responsibilities

• Provide specialist welfare benefits, debt and financial inclusion advice.
• Help customers maximise income and access benefits and entitlements.
• Assist with benefit claims, reconsiderations, appeals and reviews.
• Support with priority debts and realistic repayment plans.
• Work to prevent rent arrears, tenancy breakdown and homelessness.
• Identify and support vulnerable customers with tailored interventions.
• Access grants and external funding for essential household needs and fuel poverty.
• Build relationships with local authorities, DWP, Citizens Advice, credit unions and creditors.
• Deliver financial inclusion initiatives and campaigns.
• Maintain accurate case records and contribute to service improvements.
• Provide training and support to colleagues across the organisation.

Skills

Welfare benefits

Debt advice

Housing advice

Customer service

IT skills

Education

Institute of Money Advisers CertMAP (desirable)

Tools

Microsoft Office

CRM systems

Job description

Job Title; Money Matters Caseworker

Location: Rochdale
Contract: Full Time (36.25 hours per week) Permanent

Are you passionate about helping people overcome financial challenges and achieve greater stability in their lives?

Rochdale Boroughwide Housing is looking for an experienced and customer-focused Money Matters Caseworker to join our Tenancy Sustainability Service. In this rewarding role, you'll provide specialist welfare benefits and debt advice, helping customers maximise their income, manage financial difficulties and sustain their tenancies.

This is an opportunity to make a genuine difference to people's lives by providing practical support, expert guidance and advocacy to those facing complex financial circumstances.

What You'll Be Doing

As a Money Matters Caseworker, you'll manage a varied caseload and work directly with customers to improve their financial resilience. Your responsibilities will include:

• Providing specialist welfare benefits, debt and financial inclusion advice.
• Supporting customers to maximise income and access all available benefits and entitlements.
• Assisting with benefit claims, mandatory reconsiderations, appeals and reviews.
• Helping customers address priority debts and establish realistic repayment arrangements.
• Working proactively to prevent rent arrears, tenancy breakdown and homelessness.
• Identifying and supporting vulnerable customers with tailored interventions.
• Accessing grants and external funding to help customers with essential household needs and fuel poverty.
• Building strong relationships with key partner organisations including local authorities, the DWP, Citizens Advice, credit unions and creditors.
• Delivering financial inclusion initiatives, campaigns and projects that improve outcomes for customers.
• Maintaining accurate case records and contributing to service improvement initiatives.
• Providing advice, support and training to colleagues across the wider organisation.

What We're Looking For

We're seeking someone with a strong understanding of welfare rights, debt advice and customer support, who can confidently manage complex cases and deliver excellent outcomes.

You'll have:

• Experience providing advice and support in welfare benefits, debt, housing or a related field.
• A strong understanding of welfare benefits, debt and housing legislation.
• Experience managing a demanding caseload and prioritising effectively.
• Excellent communication and relationship-building skills.
• The ability to work with customers facing complex or challenging circumstances.
• A customer-focused approach with empathy and understanding of social issues.
• Good IT skills, including Microsoft Office and the ability to use multiple systems.
• A full driving licence and access to a vehicle for business use.

Institute of Money Advisers CertMAP qualification is desirable.

Why Join RBH?

This is a fantastic opportunity to join a dedicated team committed to helping customers achieve financial independence and maintain successful tenancies. You'll work in a supportive environment where your expertise and commitment can have a lasting impact on individuals, families and communities.

What do we have to offer you?

In addition to a competitive salary, you will benefit from:

• Mileage allowance to cover business miles
• 30 days annual leave plus bank holidays.
• Option to buy up to 5 additional days annual leave.
• An additional 5 days leave after 5 years' service.
• Pension scheme with employer contributions matched up to 8%; death in service benefit.
• Flexible smart working arrangements.
• Healthcare cashback plan, virtual GP access and subsidised gym membership.
• Employee Assistance Programme available 24/7.
• Paid volunteering days.
• Enhanced family-friendly policies.

Diversity, Inclusion & Belonging

RBH is committed to creating an inclusive workplace where everyone feels valued, respected and supported. We operate a Guaranteed Interview Scheme for applicants who declare a disability and meet the minimum requirements of the role.

Artificial Intelligence

We recognise that AI can be a useful tool when preparing applications. However, all information, examples and achievements included in your application must be truthful, accurate and based on your own experience.